by Kenny | Feb 18, 2026 | IRA Blog
By Andy Ives, CFP®, AIF® IRA Analyst A member of Ed Slott’s Elite Advisor Group℠ emailed us recently with a question about a minor child as beneficiary of her father’s IRA. The question was brief, and I think the expectation was that our reply would be of...
by Kenny | Feb 16, 2026 | IRA Blog
By Ian Berger, JD IRA Analyst In the January 5 edition of the Slott Report, we mentioned that the federal Thrift Savings Plan (for government workers and the military) started offering in-plan Roth conversions on January 28. This article will provide more...
by Kenny | Feb 15, 2026 | Weekly Market Commentary
US financial markets regressed in choppy trade. The narrative around the disruptive nature of AI continued to impact markets. Rotation away from growth and mega-cap issues continued while proceeds flowed to defensive sectors and small caps. Interest rate-sensitive...
by Kenny | Feb 14, 2026 | Medicare, Medicare Blog
Medicare can feel straightforward at first—Part A helps cover hospital care, Part B helps cover doctor and outpatient services—but then you hear about Medicare Advantage and everything gets a little more confusing. Medicare Advantage (also called Part C) is an...
by Kenny | Feb 13, 2026 | Weekly Newsletter
When you think about building a strong retirement plan, most people focus on a mix of stocks, bonds, and cash. But for many retirees and pre-retirees, there’s another tool that can add stability, predictability, and confidence: annuities. Annuities aren’t...
